PI
LDRI

PFS Investments’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History

PFS Investments’s Portfolio LDRI Stock Details LDRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-73,727
Closed -$1.81M – 99
2018
Q2 		$1.81M Buy
73,727
+6,567
+10% +$161K 0.15% 71
2018
Q1 		$1.64M Buy
67,160
+15,909
+31% +$389K 0.2% 71
2017
Q4 		$1.27M Buy
+51,251
New +$1.27M 0.24% 61